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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,722 | $99,053+53.2% | $88,179+72.1% | $138,895+9.2% |
| Participation rate | 64.7% | 74.2%-9.5pp | 69.1%-4.4pp | 79.9%-15.2pp |
| Annual return | 13.91% | 78.17%-64.3pp | 64.97%-51.1pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,738 | $2,882-39.7% | $2,549-31.8% | $4,194-58.6% |
| Participant deferral / active EE | $5,580 | $5,225+6.8% | $4,614+20.9% | $6,396-12.8% |
| Admin fee / account holder | $1,495 | $8,748-82.9% | $7,673-80.5% | $12,562-88.1% |